Financial Services Professional
4 weeks ago
First Merchant's Bank is seeking a highly motivated and experienced Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for facilitating the sales and service of securities, annuities, and registered investment advisory products to qualified clients.
Key Responsibilities- Coordinate sales appointments and complete all necessary paperwork on successful sales.
- Initiate paperwork involving cancellations, surrenders, and/or partial withdrawals.
- Maintain effective relationships with financial institution branch personnel in assigned territory.
- Meet activity and production goals as established.
- Establish and enhance existing customer and business referral relationships.
- Provide a broad range of investment solutions and products to help meet customer goals.
- Comply with all rules, regulations, and policies of the designated broker/dealer.
- Respond timely to client and prospect requests.
- Assist in the development of an annual sales plan.
- Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.
- Process security transactions through the designated broker/dealer as requested by clients.
- Maintain proper documentation, paperwork, and files as required.
- High School diploma or equivalent (GED).
- Over three (3) years of securities sales, annuity sales, or related experience.
- Valid driver's license.
- Series 7, Series 63, and 65 or Series 66 licenses as well as an applicable state insurance license.
- Bachelor's degree in finance, accounting, or a related banking field.
- Willingness to seek and obtain professional designations.
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Senior Financial Professional
4 weeks ago
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Financial Services Professional
4 weeks ago
Muncie, Indiana, United States First Merchant's Bank Full timeJob Summary:As a Financial Advisor at First Merchant's Bank, you will play a crucial role in facilitating the sales and service of securities, annuities, and life insurance to qualified clients. Your primary objective will be to expand client relationships by emphasizing the origination of new business, expanding current business, and providing excellent...
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Financial Services Representative
3 weeks ago
Muncie, Indiana, United States Financial Center First Credit Union Full timeJob DescriptionFinancial Center First Credit Union is seeking a highly skilled and customer-focused Financial Services Representative to join our team.This role is responsible for delivering exceptional service to our members by accurately processing financial transactions, providing information, and promoting our products and services.Key...
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Chief Financial Officer
4 weeks ago
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Insurance Sales Professional
3 weeks ago
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Medical Assistant Professional
3 weeks ago
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Assistant Director of Financial Aid
3 weeks ago
Muncie, Indiana, United States IvyTech Full timeJob Summary:The Assistant Director of Financial Aid provides financial aid counseling to students and families for federal, state, and institutional programs in accordance with all applicable rules and regulations.This position is responsible for maintaining financial aid compliance for award packaging and shares in the responsibilities of administering...
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Music Therapist
4 weeks ago
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Financial Counselor
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Healthcare Professional
4 weeks ago
Muncie, Indiana, United States Meridian Health Services Full timeJob Title: Skill BuilderJob Summary:Meridian Health Services is seeking a skilled and compassionate Skill Builder to join our team. As a key member of our healthcare team, you will provide skills and development training to assist patients and/or families in developing skills directed towards achieving developmental milestones and reducing psychosocial...
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Healthcare Professional
4 weeks ago
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Transportation Driver
3 weeks ago
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Associate Director of Financial Aid
4 weeks ago
Muncie, Indiana, United States IvyTech Full timeJob SummaryThe Associate Director of Financial Aid will play a key role in administering federal, state, and institutional financial aid programs at the Ivy Tech Indianapolis campus. This position will focus on coordinating the Federal Work-Study program and Satisfactory Academic Progress (SAP) appeals process.Key ResponsibilitiesVerify student eligibility...
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Associate Director of Financial Aid
4 weeks ago
Muncie, Indiana, United States IvyTech Full timeJob Title: Associate Director of Financial AidJob Summary:The Associate Director of Financial Aid will play a key role in administering federal, state, and institutional financial aid programs at the Ivy Tech Indianapolis campus. This position will focus on coordinating the Federal Work-Study program and Satisfactory Academic Progress (SAP) appeals...
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Associate Director of Financial Aid
3 weeks ago
Muncie, Indiana, United States IvyTech Full timeJob Summary:The Associate Director of Financial Aid will play a key role in administering federal, state, and institutional financial aid programs at the Ivy Tech Indianapolis campus. This position will focus on coordinating the Federal Work-Study program and Satisfactory Academic Progress (SAP) appeals process.Main Responsibilities:• Verify student...
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Housekeeping Professional
4 weeks ago
Muncie, Indiana, United States Healthcare Services Group Full timeJob Summary:As a Housekeeper at Healthcare Services Group, you will be responsible for maintaining a clean and safe environment for patients and staff. Your duties will include dust mopping and damp mopping floors, cleaning and sanitizing bathrooms, and removing and disposing of trash. You will also be responsible for relieving laundry staff as needed.Key...
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Bar Service Professional
3 weeks ago
Muncie, Indiana, United States Ruby Tuesday Full timeJob Summary: As a Bartender at Ruby Tuesday, you will be responsible for providing exceptional customer service and preparing beverages according to recipes and standards. Your duties will include serving alcoholic and non-alcoholic drinks, preparing food for guests in the bar area, and meeting sales performance objectives.Key Responsibilities:Prepare and...
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Occupational Therapist
4 weeks ago
Muncie, Indiana, United States Synchrony Health Services Full timeUnlock Your Potential with Synchrony Health Services:At Synchrony Health Services, we're dedicated to providing exceptional care to our patients. As an Occupational Therapist, you'll play a vital role in helping individuals achieve their full potential. Key Responsibilities:• Conduct comprehensive assessments to develop personalized treatment plans for...
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Muncie, Indiana, United States Mike Wright - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a State Farm Agent Team Member. As a key member of our team, you will play a vital role in developing and executing business strategies to drive growth and success.ResponsibilitiesDevelop and execute sales and marketing plans to drive business growth and...
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Nursing Professional
3 weeks ago
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